At Rhoads Lucca, our compensation for
serving you comes strictly on a fee basis.
This keeps our focus on the performance of
your account, putting us on the same side of
the table as you. Because our fee is a
percentage of your account balance, we also
want to see your money grow!
Unlike stockbrokers and advisors who make
their living from selling securities and/or
insurance, we can be completely objective with
our investment decisions and advice because we
receive no commissions from any trades or
purchases in your Rhoads Lucca accounts. Our
only incentive for buying, selling or trading
securities is to grow your money wisely.
After a one-time account set-up charge of
$300, a simple monthly fee is charged to your
account, based on a percentage of the current
market value. For accounts invested under our
mutual fund portfolio models, this fee is
comprehensive: there are no additional charges
for trading costs, commissions, or custodial
fees. Accounts invested under our stock
portfolio model pay actual trading costs and
quarterly custodial account fees.
